Leeham News and Analysis
There's more to real news than a news release.
Leeham News and Analysis
- The conundrum of a new airplane design vs a derivative April 19, 2021
- Pontifications: End appears in sight for 16-year old US-EU trade dispute April 19, 2021
- Bjorn’s Corner: The challenges of hydrogen. Part 33. Wrap-up: The Eco-system April 16, 2021
- Aviation Writers Bloc: Calhoun’s Countdown April 15, 2021
- Investors’ bull case on aircraft OEMs has gaps April 15, 2021
Diverging financial fortunes for Airlines and Lessors
Subscription Required By Vincent Valery Introduction Air Lease Corporation A321 XLR Rendering Credit: Airbus April 5, 2021, © Leeham News: Most airlines and lessors that publish their financial results publicly have done so for 2020. The COVID-19 pandemic… Read More
Airbus trails Boeing in US in-service airplanes but leads with backlog
Subscription Required By Scott Hamilton Introduction March 29, 2021, © Leeham News: As airlines across the global struggle to recover from the COVID-19 pandemic, Airbus faces a weakened Boeing. Some might argue Airbus has the advantage over Boeing,… Read More
HOTR: What Delta and Qatar Airways have in common
By the Leeham News team Oct. 6, 2020, © Leeham News: Apart from a few exceptions, airlines have had to take steep losses since the beginning of the COVID-19. The pain is compounded for two major airlines: Delta… Read More
A lost decade for aircraft manufacturers, suppliers
Subscription Required By Judson Rollins, Bjorn Fehrm & Scott Hamilton Sept. 21, 2020, © Leeham News: Commercial aviation is facing a lost decade due to COVID. Yes, most forecasts target 2024-2025 as returning to 2019 passenger traffic and… Read More
Restoring capacity with the A330ceo or A330neo, Part 3
Subscription Required By Vincent Valery Introduction July 2nd, 2020, © Leeham News: In the previous section, we saw that low lease rates on Airbus A330-200s could hurt demand for the newer and more fuel-efficient A330-800. Sell-lease back transactions… Read More
Better to bring capacity back with a 777X or 777-300ER
Subscription Required By Vincent Valery Introduction April 30, 2020, © Leeham News: The travel restrictions implemented in the aftermath of the COVID-19 outbreak lead to an unprecedented collapse in global passenger traffic. These travel restrictions should remain in… Read More
Restarting credit markets
Subscription Required By Vincent Valery Introduction April 13, 2020, © Leeham News: Companies across the globe moved quickly to draw down credit facilities or arrange new debt to get through the economic disasters brought on by COVID-19, the… Read More
Pontifications: Airlines, OEMs step up in virus crisis
April 13, 2020, © Leeham News: There are plenty of stories and photos floating around the Internet about airlines flying empty or nearly so. Schedules have been pared back up to 95% across the globe. Spot-check Flightradar24 at… Read More
Why bailouts make sense under these circumstances
By Scott Hamilton Commentary March 18, 2020, © Leeham News: The Federal government is preparing a bailout, said to be more than $1 trillion, to pump into the US economy. Airlines want $50bn. Boeing wants $60bn for the… Read More